Sep 30, 7:01 AM ET
FactSet reported fourth-quarter fiscal 2026 revenue of $634.7 million, up 6.3% year over year, while GAAP diluted EPS fell 15.4% to $3.41 and adjusted diluted EPS rose 11.6% to $4.52. The company also issued fiscal 2027 guidance calling for revenue of $2,600 million to $2,625 million and GAAP diluted EPS of $17.00 to $17.50, and on September 24, 2026 its board amended the bylaws to let the board delegate powers to committees and update shareholder nomination procedures.
- Q4 GAAP operating income fell 11.7% to $156.6 million; GAAP operating margin was 24.7% versus 29.7%, mainly due to restructuring charges and incentive plan costs.
- Full-year fiscal 2026 revenue was $2.48 billion, up 6.7%, while GAAP diluted EPS was $14.57, down from $15.55.
- Fiscal 2027 guidance: revenue of $2,600 million to $2,625 million, GAAP diluted EPS of $17.00 to $17.50, and adjusted diluted EPS of $19.25 to $19.65.
- Q4 share repurchases totaled $138.0 million, and $356.0 million remained available under the program as of August 31, 2026.
Read the filing on SEC.gov ↗
Sep 25, 7:01 AM ET
FactSet appointed Marcel Prins as a non-employee director on September 23, 2026, as disclosed in a September 25, 2026 filing. Prins previously served as Chief Operating Officer and a director of Robeco from 2022 to 2026, and the filing states he will receive the company's existing director compensation program.
- Board appointment of Marcel Prins made September 23, 2026; announced in press release dated September 25, 2026
- Prins was Chief Operating Officer and a director of Robeco from 2022 to 2026
- Prins will participate in the existing non-employee director compensation program described in the October 27, 2025 proxy statement
- Filing states no arrangements with other persons for his selection and no related party transactions
Read the filing on SEC.gov ↗
Aug 31, 4:30 PM ET
On August 28, 2026, FactSet amended its credit agreement with PNC Bank as administrative agent. The amendment extends the term loan maturity to August 28, 2029 and the revolving facility maturity to August 28, 2031, while increasing revolving commitments from $1.0 billion to $1.5 billion. For shareholders, the filing shows expanded and longer-dated borrowing capacity, though the filing does not state any borrowing drawn under the facilities.
- Revolving commitments increased from $1.0 billion to $1.5 billion, with final maturity extended to August 28, 2031
- Term loan facility of $375 million, with final maturity extended to August 28, 2029 and scheduled amortization removed
- Credit spread adjustment of 0.10% removed for Daily Simple SONIA and Term SOFR borrowings
Read the filing on SEC.gov ↗
Jul 1, 7:02 AM ET
FactSet reported results for its fiscal third quarter ended May 31, 2026, with revenue up 6.4% to $622.9 million while GAAP diluted EPS fell 9.6% to $3.50. Adjusted diluted EPS rose 6.1% to $4.53, but GAAP results absorbed restructuring, severance and CEO compensation costs. The company reaffirmed its fiscal 2026 outlook, so shareholders get a mixed quarter with no change to guidance.
- Revenue was $622.9 million, up 6.4% from $585.5 million a year earlier; organic revenue rose 7.0%.
- GAAP diluted EPS was $3.50 versus $3.87; adjusted diluted EPS was $4.53 versus $4.27.
- Restructuring/severance charges of $19.6 million weighed on operating income; GAAP operating margin was 26.7% versus 33.2%.
- Fiscal 2026 guidance was reaffirmed, including GAAP revenues of $2,450 million to $2,470 million and GAAP diluted EPS of $14.85 to $15.35.
Read the filing on SEC.gov ↗
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